1. US Affordable Care Act Year-End Processing Guide
  2. Setting Up Report Definitions

Setting Up Report Definitions

The following three setups are mandatory to facilitate transmission of XML files to the IRS.

  • BI Publisher Report Definitions Burst/Delivery (P95620) - Setup to change the HCIR Form Data XML (RD0815016) file name from the BI Publisher default naming convention to the IRS preferred naming convention.

  • BI Publisher Report Definitions Burst/Delivery (P95620) - Setup to change the HCIR Manifest XML (RD08151) file name from the BI Publisher default naming convention to the IRS preferred naming convention.

  • Work With Report Definition Archive Paths (P95641) - Setup for the Manifest XML file generation UBE (R08151) to access the Form Data XML file and calculate the checksum and file byte size. This setup defines a server and path to store the Form Data XML file.

Note:

The following three objects should be added before starting with the ACA transmission process for the current year:

  • Source UBE and Version - R08150|XJDE00xx

  • BI Publisher Report Definition - RD08150xx

  • BI Publisher Template - TP08150xx

xx represents the current tax year being processed.

Multiple Manifest XML schemas are not supported as the IRS always uses the current tax year schema for the Manifest XML file, whether reporting for the current tax year or a prior tax year.